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Dashboard and Internal Tools

This guide covers the main admin tools used after sign-in. These tools include:

• Dashboard
• AI Chat
• Feature Requests
• Support
• Push Notifications
• Profile

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Before You Start

• Sign in to your admin account.
• Open Church Management in the left sidebar to find Dashboard, AI Chat, and Notifications.
• Profile, Feature Requests, and Support are in the profile menu at the top right.
• Some tools only appear if your account has permission to use them.

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Dashboard

The dashboard is the first page after sign-in. It opens with the people side of church life: who is new, who needs a call today, who is being cared for, and how giving is going. Church setup and content statistics sit further down the page. Main church administrators also see a compact Put your first church workflow to work reminder. It shows their saved progress and a direct link to the next unfinished task. Expand Setup steps to review church identity, the first member, and a published public form, the first completed public response, and a saved follow-up owner and due date or Completed status. Completed steps remain available without taking over the dashboard. See Client onboarding.

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What You Can Do

• See this week’s new visitors, today’s follow-ups, open care cases, and this month’s gifts at a glance
• Work through the visitor follow-ups due today
• Check what needs attention across the church
• Watch recent activity as it happens
• Compare giving week by week
• Download or copy the mobile app subscribe QR code
• Review church information, media, and bulletin summaries

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The Four Tiles

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Today’s Priorities

Start with Today’s priorities, above the four tiles. Follow-ups and attention alerts appear together here. When neither needs action, a single You’re all caught up message replaces the empty lists. If information cannot be loaded, use Try again; an unavailable list is not treated as an empty one.

• Follow-ups due today lists each open follow-up with the person’s name, the task, and who owns it. Overdue items say how long they have been overdue. Click Open to handle one: a visitor follow-up opens the inbox, a member follow-up opens the member’s profile. All visitors opens the inbox.
• Needs attention is the same list the header bell shows: overdue follow-ups, care cases without an owner, urgent care, profile changes to review, and new form responses. See Search and the Attention Bell.

Expand Recent activity and giving trends below the tiles to see:

• Recent activity, a feed of the latest connect cards, gifts, form responses, care requests, and group joins across the church.
• Giving, last 12 weeks, which charts completed gifts by week and shows the change against the week before.

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Church Setup and Content

Expand Church setup and content to find:

• the church information card and branch count,
• the mobile app subscribe QR code with Download QR Code and Copy Link,
• the latest changelog entries,
• video, audio, bulletin, and membership statistics, and
• the donations report link.

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Steps

1. Open Church Management in the left sidebar.
2. Click Dashboard.
3. Start with Today’s priorities and open any follow-up or alert needing action.
4. Use the four tiles to open the related workspace, or expand Recent activity and giving trends for more context.
5. Expand Church setup and content for the QR code, media, and bulletin summaries.

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Notes

• The tiles and lists only include people, cases, and gifts from your own church.
• Care items appear only if your account has the pastoral care permission.
• If the mobile subscribe setup is incomplete, the QR section can show a warning instead of the QR code.

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AI Chat

AI Chat helps admins draft content and get guided help inside the admin workspace.

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What You Can Do

• Start a new AI conversation
• Use suggested prompts to get started faster
• Type your own prompt
• Draft visitor follow-up and Volunteer encouragement messages
• Summarize care history when your Pastoral Care access allows it
• Suggest next steps and Community Groups from current church records
• Find duplicate-member candidates and Volunteer schedule gaps
• Draft Event descriptions, announcements, weekly summaries, and ministry reports
• Search past conversations
• Rename, archive, or delete saved conversations

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Steps

1. Open Church Management, then click AI Chat.
2. Choose a suggested prompt or type your own message.
3. Send the prompt.
4. Use New chat when you want to start over.
5. Open the action menu on a past conversation to rename, archive, or delete it.

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Notes

• Access depends on your admin role or AI Chat permission.
• Search results and care context keep the permissions of their source screens.
• Generated messages, assignments, merges, announcements, and Events are drafts; AI Chat never sends, schedules, merges, or publishes them automatically.
• Review factual claims and every message before using it. The assistant is not a pastoral counselor or a replacement for a leader’s judgment.
• If AI access is unavailable, the page shows a billing or reply-limit message with a link to Settings.
• Read AI Assistance for member answers, source citations, review boundaries, and availability.

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Feature Requests

Use Feature Requests to send product ideas to the support team.

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Steps

1. Click your profile avatar in the top-right corner.
2. Select Feature Requests.
3. Enter a short title.
4. Describe the feature idea and why it would help.
5. Click Send Feature Request.

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Result

• The request is sent to the support team.
• Replies go to the email address on your admin account.
• A success message confirms the request was sent.

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Notes

• The title must be at least 5 characters.
• The message must be at least 20 characters.

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Support

Use Support when you need help with a question or issue.

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Steps

1. Click your profile avatar in the top-right corner.
2. Select Support.
3. Enter a short title for the issue or question.
4. Add the full details in the message box.
5. Click Send Inquiry.

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Result

• The inquiry is sent to the support team.
• Replies go to the email address on your admin account.
• A success message confirms the inquiry was sent.

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Tips

• Include what you were trying to do.
• Include any error wording or unexpected result.
• Add enough detail for the support team to reproduce the issue.

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Push Notifications

Use Push Notifications to send updates to church members.

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What You Can Do

• Create a new notification
• Search past notifications
• Edit an existing notification
• Resend an existing notification
• Delete a notification

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Steps

1. Click Notifications in the left sidebar.
2. Click Create Notification.
3. Enter the notification title.
4. Write the notification message.
5. Send the notification.

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Managing Existing Notifications

• Use the search field to filter the list.
• Use the edit icon to update a notification.
• Use Resend to send the same notification again.
• Use the delete icon to remove a notification.

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Notes

• Create and edit forms open in a right-side panel.
• Existing notifications appear as cards with quick actions.

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Profile

Use Profile to update your personal account details.

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Steps

1. Click your profile avatar in the top-right corner.
2. Select Profile.
3. Update your name or email address.
4. Upload or remove the profile photo if needed.
5. Enter and confirm a new password if you want to change it.
6. Click Save Changes.

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Notes

• Leave the password fields blank if you do not want to change your password.
• Profile photos accept JPG or PNG uploads.
• The current account role is shown on the page.